Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Fabeyes who wrote (39917)	10/15/1998 12:41:00 AM
From: Carl R.	Read Replies (2) \| Respond to of 53903

Somebody in Korea shut down. WFR reported a major drop in wafer sales in Korea due to plant shutdowns. Carl

To: Fabeyes who wrote (39917)	10/16/1998 11:18:00 AM
From: Joe Donato	Read Replies (3) \| Respond to of 53903

So your assumption is that Samsung is fully converted to the 400 die per wafer variety manufacturing process in all their fabs? I find this assumption very hard to believe, as it would require a hugely significant investment in capital equipment to have upgraded from their 200 die per wafer processes. Or put more simply, I do not deny that Samsung may have a fab where they can produce 400 die per wafer, but I know they cannot do this with all their fabs because it would have required significant cash to upgrade their older facilities. You cannot have it both ways. That is, they cannot be the supplier who has been producing it the longest, and the supplier that is fully converted to all the leading edge processes without spending tons of cash. And I think we can all agree that they have very little cash, so I would suspect that they cannot be fully converted.